See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,394 | $78,419-17.9% | $133,956-51.9% | $73,409-12.3% |
| Participation rate | 98.7% | 78.6%+20.1pp | 79.8%+18.8pp | 72.2%+26.5pp |
| Annual return | 30.59% | 33.35%-2.8pp | 45.09%-14.5pp | 59.29%-28.7pp |
| Employer contribution / active EE | $4,815 | $2,044+135.6% | $3,919+22.9% | $2,234+115.6% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $161-100.0% | $8,927-100.0% | $158-100.0% |